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Found 2 Skills
Interview the user through their OWN investment screening checklist - you ASK the questions one at a time and the USER answers and clears each gate; the tool never answers, never invents questions, and never checks a gate off. The questions are James's own and live in his Obsidian vault (the source of truth); ask exactly what is there. A decision-support thinking tool, not financial advice. Complements /munger. Use when the user invokes /investment-checklist, says "run this through my investment checklist", "screen this idea/stock/ticker", or pastes a thesis/ticker to be screened.
Analyze a cyclical business - locate where it sits in its cycle (with evidence), normalize its earnings vs peak/trough, run the P/E inversion that trips up naive valuation, read the structural top/bottom tells, and end in a disposition framed as thinking (never buy/sell). A decision-support thinking tool, not financial advice. A standalone skill, independent of /munger and /investment-checklist. Use when the user invokes /cyclicals, says "analyze this cyclical", "where is X in its cycle", "normalize earnings for X", "is it time to buy cyclicals", or pastes a cyclical business (commodity, metals, semis, autos, housing, shipping, airlines, chemicals, paper) to think through.